PORT ORCHARD ROTARY FOUNDATION CO TODD EGGERS CPA (EIN 911539867) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1991

Legal Domicile

Tax Period

2024-07-01 to 2025-06-30

PORT ORCHARD ROTARY FOUNDATION CO TODD EGGERS CPA, founded in 1991, is a small nonprofit in the Unknown sector that reported $269K in total revenue in fiscal year 2024. Revenue surged 117% from the prior year, signaling strong growth momentum. The organization ran a surplus of $95K, a strong 35% operating margin.

Mission

SUPPORT OF COMMUNITY PROJECTS/STUDENT SCHOLARSHIP/INTERNATIONAL PROJECTS/FOREIGN EXCHANGE STUDENT PROGRAM

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $132,234

Program Service Revenue $0

Investment Income $38,626

Other Revenue $98,272

TOTAL REVENUE $269,132

Expense Breakdown

Grants Paid $153,023

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $173,104

Other Expenses $21,424

TOTAL EXPENSES $174,447

Year-over-Year Comparison

	2024	2023	Change
Revenue	$269,132	$123,758	+1.2%
Expenses	$174,447	$124,842	+0.4%
Net Income	$94,685	$-1,084	-88.3%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOE HIGBEE	Secretary	6.00	Officer Director	$0	$0	$0
JOHN MORRISSEY	Treasurer	6.00	Officer Director	$0	$0	$0
JEFF FAUCET	Vice President	6.00	Officer Director	$0	$0	$0
JON GAILEY	CLUB TREASURER	6.00	Officer Director	$0	$0	$0
DAVID WEATHERILL	President	6.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$269,132	$174,447	$715,531	$94,685
2024	No data	No data	No data	No data
2023	$160,274	$126,991	$619,089	$33,283
2022	$35,088	$79,746	$585,535	$-44,658
2021	$198,190	$114,186	$630,193	$84,004
2020	$94,436	$114,391	$544,980	$-19,955
2019	$204,120	$134,465	$570,738	$69,655
2018	$78,133	$73,794	$492,123	$4,339

PORT ORCHARD ROTARY FOUNDATION CO TODD EGGERS CPA